April 2013 - Creative Edge

Ask any woman about being dissed or ignored in a business situation, and she’ll most likely have a story. It might be about the car salesman who asked her when the decision maker would be arriving. Or about the banker who directed all of his questions to her husband. No matter the situation, she knows… Read More

Social media is a great way to connect with friends and clients and increase awareness of your business, but for Broker Dealers and Registered Investment Advisors, the SEC and FINRA consider every business related post, comment or “like” on social media sites advertising. With the evolving nature of online marketing, some social media elements such… Read More

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.

The content of this site is offered to CreativeOne producers without additional charge due to their contracted status with CreativeOne . The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Broker-Dealer and Investment Advisor services provided by Client One Securities LLC, Member FINRA/SIPC. Client One Securities is a wholly owned subsidiary of CreativeOne.